OLIO Financial Planning’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.05M | Sell |
41,537
-1,256
| -3% | -$62.1K | 0.65% | 15 |
|
2025
Q1 | $1.94M | Sell |
42,793
-6,870
| -14% | -$311K | 0.67% | 15 |
|
2024
Q4 | $2.19M | Sell |
49,663
-30,196
| -38% | -$1.33M | 0.77% | 14 |
|
2024
Q3 | $3.27M | Buy |
79,859
+172
| +0.2% | +$7.05K | 1.38% | 15 |
|
2024
Q2 | $3.27M | Sell |
79,687
-172
| -0.2% | -$7.05K | 1.38% | 15 |
|
2024
Q1 | $3.27M | Hold |
79,859
| – | – | 1.38% | 15 |
|
2023
Q4 | $3.27M | Sell |
79,859
-10,170
| -11% | -$417K | 1.37% | 15 |
|
2023
Q3 | $3.53M | Buy |
90,029
+600
| +0.7% | +$23.5K | 1.66% | 14 |
|
2023
Q2 | $3.64M | Buy |
89,429
+2,906
| +3% | +$118K | 1.72% | 14 |
|
2023
Q1 | $3.5M | Buy |
86,523
+12,400
| +17% | +$501K | 1.81% | 14 |
|
2022
Q4 | $2.92M | Buy |
74,123
+17,547
| +31% | +$692K | 1.59% | 14 |
|
2022
Q3 | $2.06M | Buy |
56,576
+13,582
| +32% | +$495K | 1.23% | 16 |
|
2022
Q2 | $1.79M | Buy |
42,994
+21,709
| +102% | +$904K | 1.01% | 16 |
|
2022
Q1 | $982K | Buy |
21,285
+15,435
| +264% | +$712K | 0.56% | 23 |
|
2021
Q4 | $289K | Buy |
+5,850
| New | +$289K | 0.17% | 34 |
|